Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVLPF (Savills plc) | NA | -15.03% | 17.63% | 9.14% | 1.36% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVLPF (Savills plc) | 06/19/2012 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.03 | 17.63 | 9.14 | 1.36 | NA | NA | … | … | -5.81 | 39.58 | 36.56 | -53.93 | 46.41 | -0.02 | 59.39 | -37.20 | 48.40 | -26.13 | 28.53 | 3.32 | 84.58 | 0.73 |
| Sharpe Ratio | NA | -0.90 | 0.54 | 0.20 | 0.00 | NA | NA | … | … | -0.65 | 1.07 | 1.30 | -1.15 | 1.54 | -0.01 | 1.72 | -1.09 | 1.28 | -0.68 | 0.92 | 0.23 | 1.43 | 1.32 |
| Standard Deviation(%) | NA | 20.09 | 26.32 | 34.15 | 36.17 | NA | NA | … | … | 16.79 | 33.51 | 25.50 | 48.10 | 30.18 | 49.73 | 33.58 | 35.45 | 37.39 | 38.80 | 31.09 | 14.38 | 59.29 | 1.00 |
| Draw Down(%) | NA | 21.18 | 21.18 | 54.99 | 54.99 | NA | NA | … | … | 12.63 | 16.84 | 8.11 | 53.93 | 11.62 | 41.46 | 13.91 | 40.06 | 12.51 | 39.42 | 13.98 | 7.75 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.49 | 5.51 | 4.17 | 2.08 | 4.30 | 3.23 | … | … | 2.76 | 2.84 | 9.89 | 1.40 | 2.44 | 1.53 | 2.61 | 1.47 | 2.03 | 1.40 | 1.58 | 1.31 | 2.00 | 0.73 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVLPF (Savills plc) |
-12.31%
Dec 2019 – Dec 2022 |
-7.56%
Dec 2017 – Dec 2022 |
1.27%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVLPF (Savills plc) |
41.92%
Jul 2012 – Jul 2015 |
22.68%
Jan 2013 – Jan 2018 |
11.41%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart